Alena Kosava, CFA, CAIA, Chartered Wealth Manager
Head of Investment Research at AJ Bell- Claim this Profile
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English Native or bilingual proficiency
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Russian Native or bilingual proficiency
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Bio
Clive Bullock
It's been almost eight years within the Tilney Group that Alena has produced the excellent and detailed analysis that we all rely on to explain to clients and their portfolios. She can be highly technical if needed in the right situation, which I know is appreciated by some. But for a vast majority of my clients the ability to put across her knowledge in an easily understandable way is most welcome. Looking back it can be easily seen where she had identified concerns long before others, such as within the Woodford Funds, which ultimately saved clients £millions. Her friendly and approachable manner has always been apparent at meetings, whether it was at small ones or at the large events she hosted.
Mark Ommanney
My role in Business Development means that I am dealing with IFAs, both in the UK and in various countries in S E Asia, the Middle East and in Europe. I am frequently asked technical questions by them relating to investments and investment management and it is important that I get back to them quickly and with an answer that is easily understandable by them as well as their clients – they are not investment professionals. I know that I can approach Alena on such subjects and not only will she provide a reply very promptly, but in a manner that is easily understandable and explainable to a layman. She is also very happy to discuss the question and answer in person and in detail so as to ensure I fully understand it! She is a tremendous asset to the Tilney Central Investment Team and has been of enormous help to the Business Development Team. Mark Ommanney Director, Business Development Tilney
Clive Bullock
It's been almost eight years within the Tilney Group that Alena has produced the excellent and detailed analysis that we all rely on to explain to clients and their portfolios. She can be highly technical if needed in the right situation, which I know is appreciated by some. But for a vast majority of my clients the ability to put across her knowledge in an easily understandable way is most welcome. Looking back it can be easily seen where she had identified concerns long before others, such as within the Woodford Funds, which ultimately saved clients £millions. Her friendly and approachable manner has always been apparent at meetings, whether it was at small ones or at the large events she hosted.
Mark Ommanney
My role in Business Development means that I am dealing with IFAs, both in the UK and in various countries in S E Asia, the Middle East and in Europe. I am frequently asked technical questions by them relating to investments and investment management and it is important that I get back to them quickly and with an answer that is easily understandable by them as well as their clients – they are not investment professionals. I know that I can approach Alena on such subjects and not only will she provide a reply very promptly, but in a manner that is easily understandable and explainable to a layman. She is also very happy to discuss the question and answer in person and in detail so as to ensure I fully understand it! She is a tremendous asset to the Tilney Central Investment Team and has been of enormous help to the Business Development Team. Mark Ommanney Director, Business Development Tilney
Clive Bullock
It's been almost eight years within the Tilney Group that Alena has produced the excellent and detailed analysis that we all rely on to explain to clients and their portfolios. She can be highly technical if needed in the right situation, which I know is appreciated by some. But for a vast majority of my clients the ability to put across her knowledge in an easily understandable way is most welcome. Looking back it can be easily seen where she had identified concerns long before others, such as within the Woodford Funds, which ultimately saved clients £millions. Her friendly and approachable manner has always been apparent at meetings, whether it was at small ones or at the large events she hosted.
Mark Ommanney
My role in Business Development means that I am dealing with IFAs, both in the UK and in various countries in S E Asia, the Middle East and in Europe. I am frequently asked technical questions by them relating to investments and investment management and it is important that I get back to them quickly and with an answer that is easily understandable by them as well as their clients – they are not investment professionals. I know that I can approach Alena on such subjects and not only will she provide a reply very promptly, but in a manner that is easily understandable and explainable to a layman. She is also very happy to discuss the question and answer in person and in detail so as to ensure I fully understand it! She is a tremendous asset to the Tilney Central Investment Team and has been of enormous help to the Business Development Team. Mark Ommanney Director, Business Development Tilney
Clive Bullock
It's been almost eight years within the Tilney Group that Alena has produced the excellent and detailed analysis that we all rely on to explain to clients and their portfolios. She can be highly technical if needed in the right situation, which I know is appreciated by some. But for a vast majority of my clients the ability to put across her knowledge in an easily understandable way is most welcome. Looking back it can be easily seen where she had identified concerns long before others, such as within the Woodford Funds, which ultimately saved clients £millions. Her friendly and approachable manner has always been apparent at meetings, whether it was at small ones or at the large events she hosted.
Mark Ommanney
My role in Business Development means that I am dealing with IFAs, both in the UK and in various countries in S E Asia, the Middle East and in Europe. I am frequently asked technical questions by them relating to investments and investment management and it is important that I get back to them quickly and with an answer that is easily understandable by them as well as their clients – they are not investment professionals. I know that I can approach Alena on such subjects and not only will she provide a reply very promptly, but in a manner that is easily understandable and explainable to a layman. She is also very happy to discuss the question and answer in person and in detail so as to ensure I fully understand it! She is a tremendous asset to the Tilney Central Investment Team and has been of enormous help to the Business Development Team. Mark Ommanney Director, Business Development Tilney
Credentials
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CFA ESG
CFA InstituteJul, 2022- Nov, 2024 -
SMCR
Financial Conduct AuthorityMar, 2021- Nov, 2024 -
CAIA Association
CAIA AssociationNov, 2019- Nov, 2024 -
Certified Chartered Wealth Manager
The Chartered Institute for Securities & Investment (The CISI)Jul, 2015- Nov, 2024 -
Chartered Financial Analyst (CFA) Program - CFA Charterholder
CFA InstituteAug, 2014- Nov, 2024 -
Investment Management Certificate (IMC)
CFA Society of the UK
Experience
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AJ Bell
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United Kingdom
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Financial Services
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700 & Above Employee
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Head of Investment Research
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Jun 2022 - Present
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Education
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CFA Institute
ESG Charter -
CAIA Association
CAIA Charter - Chartered Alternative Investment Analyst -
CFA Institute
Chartered Financial Analyst (CFA) Program - CFA Charterholder -
Chartered Wealth Manager Qualification - Level 7 (PCIAM)
Chartered Institute for Securities & Investment -
Westminster Business School
MSc, Investment & Quant Finance (distinction) -
Westminster Business School
BA(Hons), Business & Finance (1st)